Arkolith/Funds/Wealth Management Nebraska

Wealth Management Nebraska

CIK 2042783Wealth platform
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

Wealth Management Nebraska holds a focused book of 100 stocks worth $987.3M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Ste STR SPDR PT S&P 500 ETF and trimmed Dimensional US Marketwide Va. Their largest long position is SS SPDR P Int C Corp ETF at 20% of the equity book.

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holdings, largest changes, and filing provenance.
Opened
13
new positions
Added to
42
existing
Trimmed
34
reduced
Sold out
3
exited

Concentration

Top-heavy: focused book

Top 5 holdings
53%
Top 10 holdings
78%
Top 20 holdings
93%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

3% mapped to company sectors

ETF / fund or unclassified
97%
Information Technology
1%
Financials
1%
Consumer Staples
0%
Consumer Discretionary
0%
Industrials
0%
Utilities
0%
Energy
0%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

100 positions
#SecurityValueShares% PortLast moveHistory
1SPDR Series Trust
STATE STREET SPD
$196.0M5.84M
19.8%
+8.2%
Added · +441K sh
2American Centy ETF TR
AVANTIS US SMALL
$120.4M1.09M
12.2%
+7.8%
Added · +79K sh
3American Centy ETF TR
US LARGE CAP VLU
$75.6M937.7K
7.7%
+8.3%
Added · +72K sh
4Dimensional ETF Trust
INTERNATNAL VAL
$70.1M1.33M
7.1%
+4.4%
Added · +55K sh
5Dimensional ETF Trust
WORLD EQUITY ETF
$59.3M804.4K
6.0%
+19%
Added · +129K sh
6Dimensional ETF Trust
US EQUITY MARKET
$59.2M835.3K
6.0%
+6.9%
Added · +54K sh
7American Centy ETF TR
INTL SMCP VLU
$56.4M565.0K
5.7%
+2.2%
Added · +12K sh
8Dimensional ETF Trust
US SMALL CAP ETF
$53.4M750.4K
5.4%
+6.5%
Added · +46K sh
9SPDR Series Trust
STATE STREET SPD
$41.7M544.5K
4.2%
New
New position
10SPDR Series Trust
STATE STREET SPD
$36.4M1.42M
3.7%
+0.1%
Added · +1K sh
11Dimensional ETF Trust
US MKTWIDE VALUE
$34.3M706.9K
3.5%
−0.3%
Reduced · −2K sh
12Dimensional ETF Trust
EMGR CRE EQT MNG
$22.9M675.6K
2.3%
+3.7%
Added · +24K sh
13Dimensional ETF Trust
INTL SMALL CAP E
$17.9M530.4K
1.8%
+8.6%
Added · +42K sh
14Vanguard Scottsdale FDS
SHRT TRM CORP BD
$17.6M222.0K
1.8%
−0.5%
Reduced · −1K sh
15Dimensional ETF Trust
GLOBAL REAL EST
$16.5M620.5K
1.7%
+10%
Added · +58K sh
16Dimensional ETF Trust
US TARGETED VLU
$13.4M215.0K
1.4%
−0.6%
Reduced · −1K sh
17Vanguard Scottsdale FDS
INT-TERM CORP
$10.6M128.0K
1.1%
−9.0%
Reduced · −13K sh
18Vanguard Intl Equity Index F
TT WRLD ST ETF
$8.3M60.3K
0.8%
−31%
Reduced · −27K sh
19American Centy ETF TR
INTERNATIONAL LR
$5.4M72.8K
0.6%
−2.4%
Reduced · −2K sh
20Berkshire Hathaway Inc Del
CL B NEW
$4.4M9.3K
0.4%
+0.6%
Added · +55 sh
21Ishares TR
CORE S&P500 ETF
$4.1M6.2K
0.4%
+0.4%
Added · +25 sh
22Ea Series Trust
ALPHA ARCH 1-3
$4.0M34.7K
0.4%
+14%
Added · +4K sh
23Philip Morris Intl Inc
COM
$3.5M21.1K
0.4%
Held
24SPDR Series Trust
STATE STREET SPD
$2.5M84.5K
0.3%
−0.4%
Reduced · −377 sh
25Invesco Exch Traded FD TR II
NASDAQ 100 ETF
$2.5M10.4K
0.3%
−1.8%
Reduced · −192 sh
26SPDR Series Trust
STATE STREET SPD
$2.4M25.5K
0.2%
New
New position
27Ishares TR
RUS MD CP GR ETF
$2.3M18.3K
0.2%
−7.8%
Reduced · −2K sh
28Apple Inc
COM
$2.1M8.2K
0.2%
−1.6%
Reduced · −132 sh
29Microsoft Corp
COM
$2.0M5.3K
0.2%
−1.1%
Reduced · −58 sh
30Vanguard Whitehall FDS
HIGH DIV YLD
$1.9M12.8K
0.2%
−0.7%
Reduced · −84 sh
31Ssga Active TR
STATE STREET IG
$1.7M68.2K
0.2%
+16%
Added · +9K sh
32Nvidia Corporation
COM
$1.6M9.1K
0.2%
+3.9%
Added · +345 sh
33Walmart Inc
COM
$1.5M12.3K
0.2%
+1.2%
Added · +141 sh
34Dimensional ETF Trust
US SMALL CAP VAL
$1.4M41.2K
0.1%
+17%
Added · +6K sh
35State STR SPDR S&P 500 ETF T
TR UNIT
$1.4M2.1K
0.1%
+1.9%
Added · +38 sh
36Vanguard Index FDS
TOTAL STK MKT
$1.3M4.2K
0.1%
−7.2%
Reduced · −324 sh
37Texas Instrs Inc
COM
$1.3M6.8K
0.1%
−2.2%
Reduced · −154 sh
38Ishares TR
CORE S&P SCP ETF
$1.2M9.6K
0.1%
−11%
Reduced · −1K sh
39Vanguard Index FDS
S&P 500 ETF SHS
$1.1M1.9K
0.1%
−5.0%
Reduced · −99 sh
40Vanguard Index FDS
MID CAP ETF
$1.1M3.7K
0.1%
+67%
Added · +1K sh
41Amazon Com Inc
COM
$947K4.5K
0.1%
+7.1%
Added · +300 sh
42Invesco QQQ TR
UNIT SER 1
$927K1.6K
0.1%
+6.7%
Added · +101 sh
43Vanguard BD Index FDS
TOTAL BND MRKT
$863K11.7K
0.1%
−2.1%
Reduced · −253 sh
44American Centy ETF TR
US EQT ETF
$841K7.6K
0.1%
−2.7%
Reduced · −207 sh
45Axon Enterprise Inc
COM
$821K1.9K
0.1%
Held
46Mondelez Intl Inc
CL A
$771K13.4K
0.1%
New
New position
47Caterpillar Inc
COM
$736K1.0K
0.1%
+3.1%
Added · +31 sh
48Alphabet Inc
CAP STK CL A
$706K2.5K
0.1%
+7.9%
Added · +180 sh
49Vanguard Index FDS
SM CP VAL ETF
$655K3.0K
0.1%
New
New position
50American Centy ETF TR
AVANTIS CORE FI
$643K15.5K
0.1%
−0.8%
Reduced · −127 sh
Showing 50 of 100 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 2026100$987.3M13F-HR
Q4 2025Dec 31, 2025Jan 28, 202691$874.8M13F-HR
Q3 2025Sep 30, 2025Nov 3, 202592$839.0M13F-HR
Q2 2025Jun 30, 2025Jul 23, 202582$739.8M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.